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Airtable + Keap

Create records in Airtable when new contact tags are added in Keap

When a new payment event occurs in Keap, this workflow will reflect the same in your Airtable records. This efficient automation ensures all payment activity within Keap is up-to-date in Airtable, saving you the time and effort of manual data entry. It's a perfect solution for maintaining streamlined financial records in both platforms simultaneously.

When a new payment event occurs in Keap, this workflow will reflect the same in your Airtable records. This efficient automation ensures all payment activity within Keap is up-to-date in Airtable, saving you the time and effort of manual data entry. It's a perfect solution for maintaining streamlined financial records in both platforms simultaneously.

  1. When this happens...
    KeapKeap
    New Contact Tag

    Triggers when a tag is applied to a contact.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Records (With Line Item Support)

    Creates up to 10 multiple new records with line item input

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Keap triggers, actions, and search

    New Action Sequence

    Triggers when a new Action Sequence is added.

    Trigger
    Scheduled
    Try It
    • Appointment events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Note events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Company events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Invoice events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Opportunity events this trigger will listen to:Required

    • RandomRequired

    Trigger
    Instant
    Try It
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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  • Databases

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About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

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